EverSource Wealth Advisors’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75.4K	Sell	3,354 -3,804	-53%	-$89.5K	﹤0.01%	1602
2025 Q4	$174K	Buy	7,158 +2,085	+41%	+$51.9K	0.01%	1014
2025 Q3	$132K	Sell	5,073 -1,504	-23%	-$40.9K	0.01%	1122
2025 Q2	$170K	Sell	6,577 -2,057	-24%	-$57.1K	0.01%	933
2025 Q1	$263K	Sell	8,634 -2,304	-21%	-$69K	0.01%	570
2024 Q4	$336K	Buy	10,938 +3,126	+40%	+$102K	0.02%	476
2024 Q3	$274K	Buy	7,812 +637	+9%	+$21.9K	0.02%	471
2024 Q2	$253K	Buy	7,175 +639	+10%	+$22.8K	0.02%	483
2024 Q1	$252K	Buy	6,536 +2,810	+75%	+$102K	0.02%	429
2023 Q4	$138K	Sell	3,726 -85	-2%	-$2.89K	0.01%	534
2023 Q3	$128K	Buy	3,811 +553	+17%	+$19.1K	0.01%	490
2023 Q2	$116K	Buy	3,258 +302	+10%	+$11.6K	0.01%	531
2023 Q1	$114K	Buy	2,956 +541	+22%	+$21.4K	0.01%	501
2022 Q4	$98.3K	Buy	2,415 +1,389	+135%	+$52.7K	0.01%	514
2022 Q3	$35K	Buy	1,026 +425	+71%	+$15.8K	0.01%	731
2022 Q2	$23K	Sell	601 -30	-5%	-$1.2K	0.01%	796
2022 Q1	$25K	Sell	631 -749	-54%	-$28K	0.01%	623
2021 Q4	$49K	Buy	+1,380	New	+$49.6K	0.01%	431